Newsletters. Click on date to open. (All open in Adobe Acrobat)
Spring 2020
- Review of the Financial Markets at March 31, 2020
- Stock Investing – A Marathon Not a Sprint
- Love the Bear Market
- Action by the Federal Reserve and Congress
- Living in Interesting Times
Winter 2020
- Review of the Financial Markets at December 31, 2019
- Previous Middle East Flash Points
- The End of Retirement
- Impact on Pensions and IRA’s of the SECURE Act
Fall 2019
- Review of the Financial Markets at September 30, 2019
- Reporter’s Roundup
Grandparent 529 Accounts
Avoid Probating a Will
- Q&A - Recessions
Summer 2019
- Review of the Financial Markets at June 30, 2019
- Reporter’s Roundup
- Inflation
- Buy and Sell Signals
- Long Term Care
- Q&A - Diminshed Capacity
Spring 2019
- Review of the Financial Markets at March 31, 2019
- Morningstar’s Ratings of Vanguard Bond Funds
- Medical Costs in Retirement
Winter 2019
- Review of the Financial Markets at December 31, 2018
- Market Volatility 2018 vs 2017
- Vanguard’s Economic and Market Outlook for 2019
- Dealing with Volatility
Fall 2018
- Review of the Financial Markets at September 30, 2018
- The Past Crisis
- The Next Crisis
- Are The Markets Safer Than In 2008?
Summer 2018
- Review of the Financial Markets at June 30, 2018
- Reporters’ Round Up
- Chances of a Global Trade War on the Rise
More About the Alleged “Upgrade"
Changing Beneficiaries
- Warren Buffett on Brown Capital Management
Spring 2018
- Review of the Financial Markets at March 31, 2018
- What are the Chances of a Global Trade War
- Market Corrections vs Fund Performance
- Inflation Over The Years
Winter 2018
- Review of the Financial Markets at December 31, 2017
- Vanguard and Security Issues
- Vanguard Ends Assigned Account Representatives
- Tax Deductions and Exemptions
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.